Define our Fiscal Year / Quarters

Siddall

We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is not valid, and actually becomes misleading (or at best unneeded / unusable clutter in your filters).  You then must go to the "Custom Date Range" filtering functionality to obtain the correct date range.

 

It would be helpful and less misleading to have a Setting to define the organization's Fiscal Year.  Canned "Quarter" filters would fall inline correctly from there.

 

Thanks!

118 Replies
bwest12
Member

Please support this idea of having the ability to align with our fiscal year

bwillems
Participant

@hubspot we really need this. We should be able to configure fiscale year start and year end somewhere in the settings. Can't believe this is not a standard product feuture. Thanks.

KellieM
Member

I've been able to use this with other CRMS and it seems like a basic concept.  We absoutley now need this, following a change to allign our sales/ financial years.  This could be a deal-breaker for us. 

Rich97
Participant

We need this functionality too. This is an obvious step for Hubspot to elevate the CRM system

Abi2
Member

Hi HubSpot

 

Here's an idea - how about being able to set Financial Year dates in settings as part of Company set up so that Month to Date, Current Quarter, Next Quarter Reports and Pipelines do not need constant amendment as everything falls within the FY the company runs rather than the calendar one. Would help a lot as dashboard custom filters can't enable this.

 

Thanks

schesley
Participant

+1

abasketfull
Member

Also agree. We need to be able to report on FY. Financial reports from Hubspot are becoming cumbersome because we have to export to excel and then tweak the report to report on FY Quarters. Please update functionality! 

tiffany2002
Participant

Agreed

TerryB
Participant

Please implement this Idea Hubspot

davidrevis
Contributor

Still nothing from Hubspot on this 😞

Please implement this idea. Its so basic!

amandanewman
Member

This would save me soooo much time when creating reports.... 

rachelminshall
Member

Agreed! This is a standard option in most CRM's - should be the same in HubSpot. Please create!

FBHB
Participant

+ 1 from us. It would help us a lot too.

Sam20
Member

This would be extremely helpful to our organisation as we run from May to April. I also use to work for a company that ran from July to June so customising would be very beneficial. 

romi
Participant | Elite Partner

Absolutely critical for Enterprise clients (and frankly most clients)

nznicko
Member | Elite Partner

Smiley Happy Please upvote x 100

garinhess
Participant

Yes please! We really need this feature.

mhandford
Member

Yes please. We'd like to define our financial year and use reports that recognise it.

AndyUK
Member

Disappointing to not have a single reply from Hubspot for over two years worth of posts on this topic.

WillCorlass
Member

Totally agree. This seems like a fairly basic capability that any organisation in the world would require to carry out simple quarterly reporting.